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Transaction Allocation
How does Transaction Allocation work?
How does Transaction Allocation work?
Written by Jeff Johnson
Updated over a week ago

All transactions can be allocated to buckets.

Step 1: To allocate a transaction, simply navigate to a transaction on the Money tab and tap and hold the transaction.

Step 2: An allocation menu will appear where you can designate from which bucket you would like to allocate a specific transaction. You also have the option to split the allocation between multiple buckets.

Step 3: Once an allocation is set, funds will be added to or withdrawn from the designated bucket. You can always go back and adjust your allocation.

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